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how to setup an amount remaining field using payments table?

  • 1.  how to setup an amount remaining field using payments table?

    Posted 07-24-2017 19:24
    I'm looking to add a Remaining Balance/Amount Remaining field to my payments table/form. Basically, the customer can choose the # of payments they'd like to make and we have set payment schedule. However, I have no remaining balance tally that shows or warns me how much is left on the total bill.


  • 2.  RE: how to setup an amount remaining field using payments table?

    Posted 07-25-2017 05:51
    When you set up the relationships so each 'item; has many 'payments' you can then set up a summary field that will count the total paid.  Then you can use that in a formula to calculate the balance due.


  • 3.  RE: how to setup an amount remaining field using payments table?

    Posted 07-25-2017 14:06
    can you show me in steps?


  • 4.  RE: how to setup an amount remaining field using payments table?



  • 5.  RE: how to setup an amount remaining field using payments table?

    Posted 07-25-2017 15:18
    thanks, guys, helped me solve it! awesome! 


  • 6.  RE: how to setup an amount remaining field using payments table?

    Posted 07-25-2017 15:19
    any help on a magic button that can auto fill payment amount and check a check box?


  • 7.  RE: how to setup an amount remaining field using payments table?

    Posted 07-25-2017 20:51
    That's a pretty big step to go from setting up a Summary/Lookup field to building an API button...


  • 8.  RE: how to setup an amount remaining field using payments table?

    Posted 07-25-2017 21:06
    i learn from failure